8月26日，A股震荡分化，沪指跌0.39%，深成指涨0.26%，创业板指跌0.75%。沪深两市成交额2.71万亿 元，较前一日缩量约4600亿元。全市场超2800只个股上涨，涨停个股达92只，主要集中在计算机、机械 设备等行业。消费电子、游戏、猪肉板块领涨，而芯片、稀土永磁等板块回调。 今日，A股十大人气热股如下：利欧股份、华胜天成、领益智造、拓维信息、寒武纪-U、歌尔股份、奋 达科技、合力泰、北方稀土、中电鑫龙。 | 热度排名 | 人气个股 | 热度值 | 所属概念 | 热度标签 | | --- | --- | --- | --- | --- | | 1 | 利欧股份 | ਰੇ 'ਦੇ | 液冷服务器, 多模态AI | 首板涨停 | | 2 | 华胜天成 | ਰੇ ਦੇ | 东数西算(算力), 信创 | 持续上榜 | | 3 | 领益智造 | ਰੇ | 同花顺果指数, 智能音箱 | 2天2板 | | ব | 拓维信息 | g | 华为盘古,华为异腾 | 首板涨停 | | 5 | 寒武纪-U | 7.5 | 中国AI 50, 汽车芯片 | | | 6 | 歌尔股份 | 7.5 | 同花顺果指数,无线耳机 | ...

智能摄像头、音箱等智能设备便利了人们的生活，但也可能成为隐私泄露的"后门"。应留意管好家中小 设备，做好智能设备的风险防范。 "换脸变声"诈骗、设备偷窥偷听—— 如何提升防范意识保护个人隐私 利用"AI换脸"伪造身份、智能设备"偷听"、摄像头被操控……AI生成视频、智能管家、刷脸支付等新技 术让生活更便利的同时，也隐藏着个人隐私被泄露的风险。如何提升防范意识、保护个人信息安全？ 深度伪造视频、音频可以轻易制造"幻象"，眼见未必为实。一些违法犯罪分子利用AI技术"换脸变声"， 冒充亲友、同事和领导实施违法犯罪，对此需要提高警惕。 视频涉及交易、借钱等敏感要求时，如果对方动作和表情显得有点"怪"，别急着回应。请对方做一个连 贯的转头动作，或者用手掌完全遮住脸再快速移开。目前AI技术在模拟这些复杂的面部遮挡和光影变 化时，容易出现卡顿、模糊或扭曲。另外，要注意听语音细节，AI生成的语音有时会缺乏自然的呼吸 停顿、情感起伏，或者带有轻微的机械感、背景有异常杂音。如果对方声音听起来不连贯或者有明显 的"不正常"，务必提高警惕。 无论视频、语音多么逼真，当对方要求进行资金转账或提供敏感信息时，务必通过其他可靠途径二次确 ...

金九银十，消费电子旺季即将来临，A股相关公司股价开始异动。 作为消费电子龙头，歌尔股份的市值于近日重回千亿，这距离它前次登顶千亿已过去几乎有 半年之久。 记者丨张赛男 编辑丨朱益民 对于2025上半年的全球消费电子行业，歌尔股份给出的定调是"继续温和复苏"，这一表态尽 显谨慎、克制。 诚然，从消费电子中最大品类智能手机业务来看，表现平平，全球出货量只是微增，国内更 是出现同比下滑，市场也的确需要一个燃点。 随着9月消费电子传统旺季将至，加上半年报的催化，消费电子板块相应爆发。 自6月以来，Wind消费电子产业指数开始温和上涨，进入8月上涨加速，本周累计涨幅达 7.74％。 回看歌尔股份的业绩表现，一季度增利不增收的歌尔，终于在第二季度扭转了营收向下的趋 势。尽管上半年营收还在下滑，但较第一季度降幅收窄。 据半年报披露，公司上半年智能声学整机业务实现营收83.24亿元，同比减少34.9%，占营收 比重22.17%；毛利率为9.93%，同比略增0.1个百分点。 据悉，公司的智能声学整机业务聚焦于与声学、语音交互、人工智能等技术相关的产品方 向，主要产品包括智能无线耳机、智能音箱等。前几年公司陷入大客户砍单风波，涉 ...

利用"AI换脸"伪造身份、智能设备"偷听"、摄像头被操控……AI生成视频、智能管家、刷脸支付等新技 术让生活更便利的同时，也隐藏着个人隐私被泄露的风险。如何提升防范意识、保护个人信息安全？ 深度伪造视频、音频可以轻易制造"幻象"，眼见未必为实。一些违法犯罪分子利用AI技术"换脸变声"， 冒充亲友、同事和领导实施违法犯罪，对此需要提高警惕。 警方提醒，通过"AI换脸"等新技术实施诈骗，与传统的诈骗行为在本质上没有区别。对于构成诈骗罪 的，要依照我国刑法第二百六十六条的规定追究刑事责任。如果通过操控摄像头等设备偷窥偷听他人隐 私，则可能构成非法侵入计算机信息系统罪或非法获取计算机信息系统数据、非法控制计算机信息系统 罪等。 在日常生活中，个人一定要提高防范意识，筑牢保护个人信息安全的第一道防线。遇到疑似信息泄露或 诈骗的，要保留好截图、录音、交易记录等证据，及时拨打110报警。 《 人民日报 》（ 2025年08月25日 08 版） (责编：杨光宇、胡永秋) 关注公众号：人民网财经 视频涉及交易、借钱等敏感要求时，如果对方动作和表情显得有点"怪"，别急着回应。请对方做一个连 贯的转头动作，或者用手掌完全遮住脸再快 ...

视频涉及交易、借钱等敏感要求时，如果对方动作和表情显得有点"怪"，别急着回应。请对方做一个连 贯的转头动作，或者用手掌完全遮住脸再快速移开。目前AI技术在模拟这些复杂的面部遮挡和光影变 化时，容易出现卡顿、模糊或扭曲。另外，要注意听语音细节，AI生成的语音有时会缺乏自然的呼吸 停顿、情感起伏，或者带有轻微的机械感、背景有异常杂音。如果对方声音听起来不连贯或者有明显 的"不正常"，务必提高警惕。 在日常生活中，个人一定要提高防范意识，筑牢保护个人信息安全的第一道防线。遇到疑似信息泄露或 诈骗的，要保留好截图、录音、交易记录等证据，及时拨打110报警。 无论视频、语音多么逼真，当对方要求进行资金转账或提供敏感信息时，务必通过其他可靠途径二次确 认。比如，挂断后直接拨打对方常用且自己熟悉的电话号码，或者通过共同认识的第三人进行侧面核 实。 （文章来源：人民日报） 利用"AI换脸"伪造身份、智能设备"偷听"、摄像头被操控……AI生成视频、智能管家、刷脸支付等新技 术让生活更便利的同时，也隐藏着个人隐私被泄露的风险。如何提升防范意识、保护个人信息安全？ 警方提醒，通过"AI换脸"等新技术实施诈骗，与传统的诈骗行为在本质 ...

Group 1 - The stock price of Chaoyang Technology closed at 34.70 yuan on August 22, 2025, down by 1.37 yuan, a decline of 3.80% from the previous trading day [1] - The trading volume on that day was 149,600 hands, with a transaction amount of 518 million yuan [1] - The stock experienced a brief rebound, reaching a high of 35.42 yuan at 9:36 AM, with an increase of over 2% within five minutes [1] Group 2 - Chaoyang Technology's main business includes the research, production, and sales of consumer electronic products, primarily used in the smart wearable device sector [1] - The company is recognized as a high-tech enterprise in Guangdong Province, with a product line that includes wireless earphones and smart speakers [1] - As part of the Xiaomi ecosystem, the company continuously provides supporting products for leading smartphone manufacturers [1] Group 3 - On August 22, 2025, the net outflow of main funds for Chaoyang Technology was 32.3574 million yuan, with a cumulative net outflow of 18.2255 million yuan over the past five trading days [1] - The current total market value of the company is 4.693 billion yuan, with a dynamic price-to-earnings ratio of 55.44 times [1]

Investment Rating - The report does not explicitly provide an investment rating for the smart home industry Core Insights - The smart home industry in China is experiencing rapid growth and is becoming a significant development direction in the home sector, integrating various technologies and components from upstream to downstream [2] - The report aims to analyze the smart home industry landscape, detailing the current status and development trends in specific application scenarios such as whole-home intelligence and smart living rooms [2] Summary by Sections Smart Home Industry Midstream - The smart home industry in China has formed a regional clustering characteristic, with major enterprises concentrated in the eastern coastal provinces. Traditional home appliance giants dominate the market due to brand and channel advantages, while tech giants accelerate penetration through ecosystem layouts, squeezing the survival space of small and medium enterprises [4][18] Whole-Home Smart Applications - Whole-home smart systems achieve refined coverage of space functions and proactive environmental control through deep collaboration of multiple systems and scenario-based services, enhancing living experiences from security and lighting to health management, creating a safe, comfortable, and efficient smart living space [5][24] Smart Living Room Applications - The smart living room serves as a strategic high ground for scenario-based applications, integrating IoT, AI, and spatial interaction technologies to create an innovative living space that combines immersive audio-visual entertainment, intelligent health management, adaptive environmental control, and comprehensive device collaboration [6][27] Smart Home Industry Upstream - The smart sensor industry in China is thriving due to policy support and the acceleration of domestic substitution trends, with the market size growing from 738.9 billion yuan in 2019 to 1,336.2 billion yuan in 2023, reflecting a compound annual growth rate of 16% [12][14] - The wireless communication module market is expected to reach 3,444.3 billion yuan by 2024, driven by the expansion of the IoT ecosystem [14] Smart Home Application Ecosystem - The smart home application ecosystem includes various devices such as smart sensors, smart speakers, smart lighting, and smart appliances, which collectively enhance the user experience and functionality of smart homes [23] Smart Bedroom Applications - The smart bedroom is reshaping sleep health management through the integration of IoT, AI, and biological sensing technologies, addressing the significant sleep disorder issues faced by over 300 million people in China [31][33] Smart Kitchen Applications - The smart kitchen integrates air purification, health monitoring, and whole-home interconnectivity to create a closed-loop system for pollution prevention and personalized health management, enhancing both environmental safety and convenience [34][36] Smart Bathroom Applications - The smart bathroom is evolving from functional upgrades to a comprehensive health service and safety assurance system, utilizing AI algorithms and non-contact monitoring technologies [37][39] Smart Balcony Applications - The smart balcony revolutionizes traditional balcony spaces by integrating IoT, AI, and automation technologies, allowing for the intelligent fusion of laundry care, plant maintenance, and leisure activities [40][41]

截至8月20日收盘，智能音箱概念上涨2.55%，位居概念板块涨幅第6，板块内，47股上涨，科森科技、 惠威科技、安洁科技等涨停，芯原股份、炬芯科技、瑞芯微等涨幅居前，分别上涨15.52%、7.23%、 7.09%。跌幅居前的有福日电子、格利尔、紫建电子等，分别下跌9.67%、6.59%、2.49%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 同花顺果指数 | 3.70 | 猴痘概念 | -0.86 | | AI手机 | 2.77 | 重组蛋白 | -0.85 | | 国家大基金持股 | 2.76 | 辅助生殖 | -0.81 | | MCU芯片 | 2.60 | 高压氧舱 | -0.68 | | 丙烯酸 | 2.56 | 肝炎概念 | -0.67 | | 智能音箱 | 2.55 | CRO概念 | -0.64 | | AI眼镜 | 2.54 | 细胞免疫治疗 | -0.60 | | 白酒概念 | 2.40 | 华为盘古 | -0.56 | | 金属锌 | 2.39 | 中船系 | -0.55 | | 汽 ...

Core Viewpoint - The stock price of the leading vocational education company, Fenbi (02469), has increased by over 22% to a peak of HKD 3.93 per share, reflecting a 44% rise compared to the closing price of HKD 2.73 on August 1, driven by the accelerated effectiveness of its AI strategy [1] Group 1 - Fenbi announced a reallocation of its unused IPO funds amounting to HKD 60.8 million, with plans to invest HKD 12 million in AI vertical models, R&D, and commercialization of AI products, and HKD 48.8 million in high-end talent and infrastructure related to advanced AI [1] - The company has launched several intelligent teaching products, including Fenbi AI Teacher, premium AI interview feedback, and AI question-answering system classes, which have significantly improved operational efficiency and performance [1] - As of June 30, the AI question-answering system class has sold approximately 50,000 sessions, generating around HKD 20 million in revenue, with an annual sales forecast exceeding HKD 100 million [1] Group 2 - Fenbi's first AI hardware product, an intelligent speaker, was launched on August 15, establishing a "soft and hard integration" business ecosystem that encompasses course content, AI tools, and smart hardware [1] - With the application of AI across more business lines, Fenbi is expected to achieve resonance growth through scale and synergy effects, solidifying market confidence in its future development [2]

Group 1 - The core viewpoint is that the stock price of the leading vocational education company, Fenbi, has increased over 22% recently, reaching a peak of HKD 3.93 per share, reflecting a 44% rise compared to the closing price of HKD 2.73 on August 1 [1] - Fenbi announced a strategic increase in technology investment, reallocating its unused IPO funds of HKD 60.8 million, with plans to invest HKD 12 million in AI vertical models and product commercialization, and HKD 48.8 million in high-end talent and infrastructure related to advanced AI [1] - The company has launched several intelligent teaching products, including Fenbi AI Teacher and AI Question-Answering System, which have significantly improved operational efficiency and performance [1] Group 2 - The AI-driven products have already achieved notable sales, with approximately 50,000 users for the AI Question-Answering System, generating around HKD 20 million in revenue, and projected annual sales could exceed HKD 100 million [1] - Fenbi is successfully integrating AI technology into its core business and new ventures, establishing a comprehensive ecosystem that includes course content, AI tools, and smart hardware [1] - With the application of AI across more business lines, Fenbi is expected to achieve resonance growth through scale and synergy effects, solidifying market confidence in its future development [2]